Rich LoPresti CFP®CWS®Financial Planner

    Rich LoPresti is a seasoned financial advisor with twenty plus years of experience in the financial
    services industry. As a Certified Financial Planner™ (CFP®), his emphasis is on customized portfolio management, with specialties in portfolio construction, risk management, and retirement income planning. Prior to starting the Milestone Asset Management Group office in Milford, CT, Rich served in New York as a Wealth Strategist at BakerAvenue, a boutique private investment firm, where he provided financial planning for high net worth families and small businesses. In addition, Rich served as an Account Executive at Fidelity Investments where he focused on all aspects of wealth management, from the accumulation of assets, preservation, retirement distribution and tax-efficient transfer of wealth to future generations. Prior to his work at Fidelity, Rich began his finance career with E*TRADE Financial where he contributed to opening the 1st retail branch in New York City.

    Rich received a Bachelor of Science degree in Finance from Pace University in 2000 and
    M.B.A. degree from AIU in 2005. He holds Certified Financial Planner™ (CFP®) and Certified
    Wealth Strategist (CWS®) designations.
    He is eager to put his long commute to the City behind him to work with individuals, families, and small businesses within the local community to educate and support them in reaching their personal financial targets.

    Welcome to Milestone Asset Management Group

    Milestone Asset Management Group is a Fee-Only wealth management firm headquartered in Avon CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families with $250,000 of investable assets.